See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,112 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $47,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,615 | $88,042+114.2% | $138,135+36.5% | $79,858+136.2% |
| Participation rate | 98.7% | 71.4%+27.3pp | 78.7%+20.0pp | 69.6%+29.1pp |
| Annual return | 13.91% | 20.58%-6.7pp | 20.51%-6.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,859 | $3,103+56.6% | $5,587-13.0% | $2,471+96.7% |
| Participant deferral / active EE | $8,019 | $4,704+70.5% | $6,431+24.7% | $3,740+114.4% |
| Admin fee / account holder | $601 | $7,791-92.3% | $11,856-94.9% | $5,306-88.7% |